Investment Banking Associate

At Wipfli, people count. At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Job Summary Wipfli Corporate Finance Advisors, LLC is looking for a talented and highly‑motivated Senior Associate to join its team in the Twin Cities office. WCF is the investment banking and corporate finance arm of Wipfli Advisory LLC, offering a full suite of investment banking services tailored for middle‑market companies and capital providers with a focus on sell‑side M&A transactions. Responsibilities Support investment banking team on the execution of M&A transactions. Assist in preparation of confidential information memos, pitch materials, and presentations. Develop and maintain complex financial models to perform various financial and valuation analyses. Conduct comprehensive and in‑depth company and industry research. Provide mentoring to junior associates, offering guidance and support in various tasks and career goals. Play a key role in supporting origination, opportunity evaluation, and deal execution. Occasional travel, up to 20%. Qualifications Bachelor’s degree required with a major in business, finance, accounting, or economics preferred. Minimum of 3 years of previous experience in investment banking or related field. SIE Exam, Series 79, and Series 63 licenses preferred, or must attain within 90 days of hire date required. Quantitative and data‑based skills, including experience in valuation and financial modeling. Experience providing constructive feedback and guidance. Ability to learn quickly and manage several projects at once. Must reside in or around the Twin Cities and be able to commute to the office. Willing to maintain a hybrid schedule of at least 4 days in office. Additional Details Wipfli is an equal‑opportunity/affirmative action employer. All candidates will receive consideration for employment without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send an email to View email address on click.appcast.io. Wipfli values fair, transparent, and competitive compensation. The estimated base pay range for this role is $88,000–$118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business‑related factors such as location, skills, experience, licensure, and current firm pay structures. Investment banking associates at WCF receive a competitive base salary plus a substantial incentive component tied to successful transaction closings. Incentives are paid only when deals close, reinforcing alignment with performance. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including individual and firm performance. Benefits include 8 health plan options (HMO & PPO plans), dental and vision coverage, opportunity to enroll in an HSA with potential firm contribution, and an employee assistance program. Additional benefits include firm‑sponsored life and disability coverage, a 401(k) plan with profit sharing and firm matching, well‑being incentives, education and certification assistance, flexible time off, family and parental leave, family‑formation benefits, cell‑phone reimbursement, and travel rewards. Voluntary benefits may include critical illness, hospital indemnity, legal, long‑term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility depends on hours, position level, and location. #J-18808-Ljbffr